POIA

Pin Oak Investment Advisors Portfolio holdings

AUM $118M
1-Year Est. Return 4.77%
This Quarter Est. Return
1 Year Est. Return
+4.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$3.97M
3 +$3.24M
4
NMFC icon
New Mountain Finance
NMFC
+$2.95M
5
EOG icon
EOG Resources
EOG
+$2.83M

Top Sells

No sells this quarter

Sector Composition

1 Energy 24.8%
2 Financials 14.23%
3 Healthcare 8.16%
4 Consumer Discretionary 7.23%
5 Technology 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K 0.01%
+869
352
$8K 0.01%
+304
353
$8K 0.01%
+61
354
$8K 0.01%
+64
355
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+102
356
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+2,903
357
$8K 0.01%
+100
358
$7K 0.01%
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359
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+344
360
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+100
361
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+512
362
$7K 0.01%
+313
363
$7K 0.01%
+122
364
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365
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366
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367
$7K 0.01%
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368
$6K ﹤0.01%
+107
369
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+93
370
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371
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372
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+61
373
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+124
374
$6K ﹤0.01%
+385
375
$6K ﹤0.01%
+110